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Jeremy Presley

Charles Schwab & CO., Inc.

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About Jeremy Presley

Jeremy Presley is a financial professional with over 5 years of experience in the industry. Jeremy is currently registered with Charles Schwab & Co., Inc. and is licensed to provide investment advice and securities trading in all 50 states and several U.S. territories. Before joining Charles Schwab, Jeremy was employed with TD Ameritrade, Inc.. Jeremy holds the Series 63, 65 and 7TO licenses and has also passed the SIE exam. Jeremy has a demonstrated commitment to providing his clients with comprehensive financial planning and investment advice.

Firm Information

Jeremy Presley is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jeremy Presley’s Registration & Firm History

TX

05/10/2024 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

03/22/2019 - 05/10/2024

TD AMERITRADE, INC. (Westlake TX)

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Licenses & Designations

IA

Issued 11/19/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/28/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeremy Presley.
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